You Won't Find Anything Else Like Checkbook

  • Nonprofit and independent
  • Takes no advertising or referral fees
  • Ratings and reviews by surveyed Consumers' Checkbook and Consumer Reports local subscribers
  • Undercover price comparisons
  • Complaint counts from local consumer agencies and attorney general offices
  • Advice to help you get the best service and value

Subscribe and see 464 Puget Sound area financial advisors


Page 18 of 24464 results
BusinessDistanceRatingsMost Recent Comment

Evergreen Financial Management

18915 142nd Ave NE #120
Woodinville, WA 98072 425-908-0858

Ratings:
?
?%    
?
No raters have left a written comment.

Evergreen Gavekal

1412 112th Ave NE #100
Bellevue, WA 98004 425-467-4600

Ratings:
?
?%    
?
Now called Evergreen GaveKal. Has managed our money real well the last 5-1/2... - Sep 22, 2017

See all comments

Express Credit Union

1930 6th Ave S #104
Seattle, WA 98134 206-622-1850

Ratings:
?
?%    
?
No raters have left a written comment.

Ferguson & Associates

144 Railroad Ave #308
Edmonds, WA 98020 425-880-5103

Ratings:
?
?%    
?
Paul is great! He will spend time with you explaining everything and will... - Mar 15, 2018

See all comments

Fidelity Investments

7425 166th Ave NE #C-137
Redmond, WA 98052 888-271-6642

Ratings:
?
?%    
?
I have been using Craig Tasa for several years as my financial advisor. He... - Jan 29, 2021

See all comments

Fidelity National Title

5201 Olympic Dr NW #170
Gig Harbor, WA 98335 253-851-1601

Ratings:
?
?%    
?
No raters have left a written comment.

Financially Yours Advisory Services

1420 E Chapman Ave
Orange, CA 92866 714-633-2727

Ratings:
?
?%    
?
No raters have left a written comment.

Fisette Financial Service

1605 NW Sammamish Rd #250
Issaquah, WA 98027 425-260-0758

Ratings:
?
?%    
?
Been with Michael Fisette since 2011. He and his team are compassionate and... - Oct 17, 2024

See all comments

Fleury Financial

10049 Kitsap Mall Blvd NW #309
Silverdale, WA 98383 360-692-1777

Ratings:
?
?%    
?
No raters have left a written comment.

Freedom Insurance Services

4002 Tacoma Mall Blvd #102
Tacoma, WA 98409 253-475-3200

Ratings:
?
?%    
?
No raters have left a written comment.

Garde Capital

1301 5th Ave #3030
Seattle, WA 98101 206-552-7900

Ratings:
?
?%    
?
No raters have left a written comment.

Gary Wallace

16825 48th Ave W #135
Lynnwood, WA 98037 425-412-3995

Ratings:
?
?%    
?
No raters have left a written comment.

Gb Capital

2539 Perkins Ln W
Seattle, WA 98199 206-330-1369

Ratings:
?
?%    
?
No raters have left a written comment.

George R Pierce & Associates

1200 Westlake Ave N Ste 707
Seattle, WA 98109 206-281-7700

Ratings:
?
?%    
?
Have been with them for 15+ years and very happy with their strategies... - May 25, 2023

See all comments

Haller & Shepard Capitol Group

5555 Lakeview Dr #201
Kirkland, WA 98033 425-822-6486

Ratings:
?
?%    
?
No raters have left a written comment.

Harsin Wealth Management

7231 196th St SW #B
Lynnwood, WA 98036 425-774-9477

Ratings:
?
?%    
?
Been with this company about 12 years. Do a great job and listen to what you... - Jul 18, 2017

See all comments

Heart Financial

3250 14th Ave NW
Olympia, WA 98502 360-878-8065

Ratings:
?
?%    
?
No raters have left a written comment.

Helium Advisors

1910 120th Pl SE #201
Everett, WA 98208 425-214-1533

Ratings:
?
?%    
?
No raters have left a written comment.

Heritage Bank

10318 Gravelly Lake Dr SW
Lakewood, WA 98499 253-588-9866

Ratings:
?
?%    
?
The Wealth Strategies Advisor is very knowledgeable and takes excellent care... - Jul 12, 2022

See all comments

Highland Capital Advisors

485 Rainier Blvd N #103
Issaquah, WA 98027 800-717-6180

Ratings:
?
?%    
?
No raters have left a written comment.

Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.